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Tim Gallego – Poundbury Wealth Management


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Tim Gallego offers families trusted advice on the best way to to mitigate inheritance tax and pay for care. The decision that a loved one needs care is often stressful and overwhelming; as a SOLLA member I have the expertise and experience to help guide you. As testament to our expert advice and personal service, many of our clients come through recommendation and referral.

Our aim is to provide you with the best funding solution, whether it is for care in your own home, or a residential or nursing home.

As a Later Life Planning specialist and a Dementia Friend, I have, for many years, been helping and guiding elderly clients and their families through the decision process, helping them to make informed choices through plain-speaking, face-to-face advice.

We will look at your whole financial situation: the performance of your investments for growth and income, inheritance tax mitigation strategies, and any immediate or future long term care needs.

We specialise in:

– Investment planning

– Retirement planning

– Inheritance tax planning

– Long Term Care planning

– Mortgages and Protection

As one of our many satisfied clients says:

It is hard when an elderly parent makes the decision to give up their home and move to a care home.

This decision was made easier for my Mother, and for us, when after advice and help from Tim at Poundbury Wealth Management, funding was put in place to give her peace of mind and complete freedom from financial worries. Without Tim’s help my Mother’s final years would have been more difficult.

 

A holistic approach to Later Life Planning, Long Term Care and Inheritance Tax planning

Using my expertise in Later life, Long Term Care and Inheritance Tax Planning, I will develop a solution to help to pay for the cost of care, for however long care is needed, while also preserving as much of the Estate as possible from Inheritance Tax.

Once we have decided on a plan, I can guide you through the whole process; helping you to liaise with GPs, Solicitors, Power of Attorneys, Care providers and the local Council.

My advice and expertise covers:

– Long Term Care Planning

– Ways of funding Care

– How to protect your Inheritance

– How to deal with Local Authorities and accessing any benefits available

– Insights into making sensible investment choices for growth and income

– How to avoid common mistakes

To book a no obligation consultation

If you would like to discuss the options available to you, please contact me for a no-obligation meeting in our office in Poundbury or at your home throughout the SouthWest, particularly Devon, Dorset, Somerset and Hampshire.

How to contact Tim

Tel – 01305 266 866

Email – Tim.Gallego@sjpp.co.uk

Web – www.poundburywealth.co.uk

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.  The St. James’s Place Partnership and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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Full Address

Poundbury Wealth Management

Alan Wing House

Holmead Walk

Poundbury

Dorchester

Dorset DT1 3GE

How to contact Tim

Tel – 01305 266 866

Email – Tim.Gallego@sjpp.co.uk

Web – www.poundburywealth.co.uk